Challenges

The Finance team faced significant challenges in analyzing financial data from QuickBooks Online (QBO). They had to manually manipulate data in Excel and recreate visualizations each time an analysis needed refreshing, leading to inefficiencies and potential for errors.

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Solution

Using Noxu, the Finance team created flexible dashboards that automatically update and provide real-time data actual vs forecasted spend. These dashboards allow the Finance team to drill down into analyses without having to spend hours crawling through Excel sheets.

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Results

• 80% Time Savings: The team drastically reduced the time spent manipulating and refreshing data in Excel
• Accessible Dashboards: The dashboards are easily accessible and editable by other members of the Finance team, reducing time spent asking teammates where certain data points came from

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